BlueOrchard launches unique customised impact mandate for leading Japanese Life Insurance company
Zurich/Tokyo, 17 November 2022– Building on common goals, BlueOrchard Finance Ltd, a pioneer in impact investing and member of the Schroders Group, has launched a listed impact strategy for Japanese investor, Daido Life Insurance of the T&D Insurance Group.
The USD 135 million strategy seeks a stable income by investing in impact bonds that meet BlueOrchard’s impact investment criteria. Through its investments, the strategy contributes to the achievement of the UN Sustainable Development Goals (SDGs) and qualifies as an Article 9 fund under the EU SFDR Regulation.
“We see growing demand from Japanese investors for sustainable and impact investments. BlueOrchard is well positioned to accommodate these investors. Building on our track record of developing impact investment solutions for Japanese investors, we look forward to further advancing impact investing in the Japanese market,” said Peter Fanconi, Chairman of the Board of BlueOrchard.
Daido Life Insurance and the T&D Insurance Group are actively engaged in ESG investing based on the Principles for Responsible Investment (PRI) and the SDGs. BlueOrchard, which has over 20 years of experience in impact analysis and measurement, builds portfolios based on its established management process, assesses and discloses the environmental and social impact of the bonds in which it invests, and supports Daido’s contribution to the SDGs.
Manabu Fujita, Head of Sales at Schroders Japan, said: “This strategy combines fixed maturity characteristics and the SFDR article 9 categorisation which caters to investors’ needs. While 'impact investment' is one of the most important themes in Japan, assessing impact is a challenge for many institutional investors. We are confident that this strategy will help address these challenges.”
BlueOrchard‘s strategy draws on the firm’s two decades of experience in financial inclusion and climate action. The fixed maturity solution allows the investor to choose strategies according to its investment horizon and cash flow needs, while targeting stable returns and minimising liquidity risks.
“With the launch of this strategy, BlueOrchard underscores its capabilities to structure tailored impact investment solutions, focusing on investors’ preferences in terms of geographical scope, impact themes, as well as yield targets.We are excited to work with such a renowned investor as the T&D Insurance Group," said Philipp Mueller, BlueOrchard’s CEO.